We are live on ! Find out more
EDU icon

New Oriental
EDU

252 hedge funds and large institutions have $7.22B invested in New Oriental in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $5.1B → $7.22B (+$2.12B)

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

16% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $11.8M

1% more funds holding

Funds holding: 250 → 252 (+2)

0.85% less ownership

Funds ownership: 76.9% → 76.06% (-0.85%)

17% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 94

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
6.27%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.37%
New
40
Increased
78
Reduced
94
Closed
29
Calls
$13.8M
Puts
$11.8M
Net Calls
+$1.94M
Net Calls Change
+$6.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$313M
2
GAM
Greenwoods Asset Management
Cayman Islands
+$98.8M
3
UBS AM
UBS AM
Illinois
+$75M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$48.2M
5
Tiger Global Management
Tiger Global Management
New York
+$43.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$98.1M
3
Fidelity International
Fidelity International
Bermuda
-$72.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$63.6M
5
Invesco
Invesco
Georgia
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
176
World Asset Management
Michigan
$593K +$5.63K +111 +1%
QI
177
QS Investors
New York
$592K -$15.2K -300 -3%
Comerica Bank
178
Comerica Bank
Texas
$588K +$5.88K +116 +1%
US Bancorp
179
US Bancorp
Minnesota
$578K +$105K +2,076 +28%
TD Asset Management
180
TD Asset Management
Ontario, Canada
$566K +$20.5K +404 +5%
PMG
181
ProVise Management Group
Florida
$563K +$7.81K +154 +2%
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$552K -$7.96M -156,939 -94%
PAS
183
Point72 Asia (Singapore)
Singapore
$543K +$457K +9,000 New
AA
184
Alta Advisers
United Kingdom
$525K -$101K -2,000 -19%
FRM
185
Fox Run Management
Connecticut
$525K +$441K +8,700 New
PPCM
186
Pillar Pacific Capital Management
California
$505K – – –
AGM
187
Alpine Global Management
New York
$497K +$418K +8,236 New
Wolverine Trading
188
Wolverine Trading
Illinois
$496K +$422K +8,327 New
EMG
189
Ellington Management Group
Connecticut
$489K +$411K +8,100 New
HI
190
Handelsinvest Investeringsforvaltning
Denmark
$483K – – –
GPCM
191
Granite Point Capital Management
Massachusetts
$483K +$406K +8,000 New
NI
192
Numeric Investors
Massachusetts
$477K -$21.3M -420,800 -98%
AL
193
AJO LP
Pennsylvania
$451K – – –
CCIA
194
Campbell & Co Investment Adviser
Maryland
$445K +$374K +7,375 New
FCI
195
Financial Counselors Inc
Kansas
$443K – – –
Simplex Trading
196
Simplex Trading
Illinois
$442K +$220K +4,342 +146%
NEI
197
Northwest & Ethical Investments
Ontario, Canada
$416K – – –
FAM
198
Fred Alger Management
New York
$400K -$163K -3,207 -33%
Squarepoint
199
Squarepoint
New York
$393K +$330K +6,507 New
1GA
200
1st Global Advisors
Texas
$387K -$67.2K -1,325 -17%
6 7
8
9 10

EDU Hedge Fund Activity: Q1 2017 in Review

252 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2017, worth a combined $7.22B — up 42% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 29 closed out — a net gain of 11 holders — while 78 added to existing stakes and 94 trimmed.

The largest buyer was BlackRock, adding an estimated $313M. The largest seller was Fidelity Investments, cutting an estimated $99.1M.

  • 252 institutional investors held New Oriental (EDU) as of Q1 2017, up from 250 in Q4 2016.
  • Funds reported $7.22B of New Oriental stock for Q1 2017, up 42% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q1 2017 and 29 closed out, a net change of +11 holders.
  • The largest New Oriental buyer in Q1 2017 was BlackRock, an estimated $313M added.
  • The largest New Oriental seller in Q1 2017 was Fidelity Investments, an estimated $99.1M sold.

Based on aggregated 13F filings for Q1 2017.